estate planning

ARTICLES

When super’s not so super

The Final Plan

Deakin unveils accreditation of financial planning course

Are your clients’ wills protected from family feuds?

How can you make clients’ estate plans “foolproof”?

Understanding vulnerable clients: a growing requirement for financial advisers

Getting ahead of planning for the end

Paying super death benefits – direct to beneficiaries or the estate?

Australians unprepared for post-death wealth transfer

Has the Govt over-complicated estate planning?

Super changes may impact SMSF members’ estate planning

NSW Supreme Court clears up inheritance concerns over property

Compliance and value: a balancing act

Laying estate planning fears to rest

Impact of 1 July 2017 changes to superannuation on SMSFs